Financial Analyst

Bamboo Works; Ciudad de México; A distancia; MXN 200,000 - 400,000; A tiempo parcial

Descripción de la vacante

An international finance consultancy is seeking a Financial Analyst to support transaction advisory, fundraising, and strategic finance projects. This role entails building financial models and preparing investor materials. Candidates should have 3-6 years of experience in M&A or FP&A, excellent Excel skills, and a detail-focused mindset. This position is part-time to start and can transition to full-time, fully remote based in Mexico.

Formación

• 3–6 years of experience in M&A, Transaction Services, or FP&A.
• Strong experience working with software companies.
• Excellent grasp of valuation and deal mechanics.

Responsabilidades

• Build fully linked 3-statement financial models with sensitivities.
• Reconcile and clean raw data into analysis-ready formats.
• Design board and investor reporting templates.

Conocimientos

Financial modelling

Attention to detail

Communication skills

Excel proficiency

Herramientas

Excel

Google Sheets

Descripción del empleo

We’re helping an international finance and M&A consultancy find a Financial Analyst to support transaction advisory, fundraising, and strategic finance projects for high-growth startups and scaleups.

You’ll build sophisticated financial models, prepare investor and board materials, and support valuation and deal execution across software and deeptech companies. This is a hands‑on, high‑accountability role where flawless work is non‑negotiable — your analyses will directly inform key decisions and client strategies.

This role is ideal for someone who is a wizard with numbers, detail‑obsessed yet commercially minded, and capable of seeing both the story and strategy behind the spreadsheets.

Part time to start, 24 hours/week (with potential to transition to full time)
Schedule: CET working hours
Location: Fully Remote
Engagement: Independent Contractor
Compensation: $1440-$2200 (based on a 24‑hour workweek, depending on level of experience); $2400-$3680 for full time

Key Responsibilities

• Financial Modelling (Forecast & Scenario Analysis)
  Build fully linked 3‑statement financial models with sensitivities and scenarios (base, downside, management).
  Create cash flow forecasts, liquidity bridges, and valuation‑ready modules (DCF, comps, transaction comps).

• Historical Restatement & Data Hygiene
  Reconcile and clean raw data (GL exports, bank data, SaaS metrics) into analysis‑ready formats.
  Maintain version control, audit trails, and traceability from trial balance to model.

• Reporting Templates & Automation
  Design board and investor reporting templates, KPI dashboards, and variance analysis frameworks.
  Build SaaS metrics (ARR/MRR bridges, churn, LTV/CAC, NRR) and recurring revenue templates.

• Transaction Support (Model‑Led)
  Produce deal‑ready schedules for buy‑side and sell‑side engagements (QofE, NWC, closing adjustments).
  Translate model outputs into charts and visuals for investment memorandums and management presentations.

• Quality Assurance & Standards
  Follow strict QA processes (FAST/SMART methodology).
  Double‑check every formula, input, and output — your work must be flawless.
  Ensure transparency through consistent assumptions pages, error checks, and version logs.

Requirements

• 3–6 years of experience in M&A, Transaction Services, or FP&A, ideally from a Tier 1 investment bank or M&A boutique.

  • Candidates with more years of experiencewill also be considered if they remain flexible and open to new approaches.

• Strong experience working with software companies; exposure to deeptech (e.g., chipmakers) is a plus.

• Advanced Excel/Google Sheets proficiency (array formulas, Power Query, dynamic formulas, structured refs).

• Excellent grasp of valuation and deal mechanics (NWC, closing adjustments, leakage, earn‑outs).

• Ability to turn messy data into clear historicals and models — quickly and accurately.

• Strong communication and interpersonal skills — able to explain the story behind the numbers.

• Meticulous attention to detail and ability to self‑check work before submission.

Nice-to-Haves

• Experience preparing materials for investment memorandums (IMs).

• Familiarity with CAPEX modelling and debt structuring.

• Previous experience in software or SaaS transactions; exposure to deeptech deals a bonus.

How Our Client Works

• Theyown the numbers — every figure must be backed by logic, traceability, and quality assurance.

• Theybalance precision with practicality — models should be easy to hand over and fast to update.

• Theytranslate numbers into narratives — this role will eventually expand into creating investment memorandums where financial insights tell the story.

Recruitment Process

1. Initial Interview

2. Finance Case + bonus assignment

3. Second Interview

4. Valuation Case Test

5. Final Interview